Purchases and Sales Made in Q3 2024 in Costco Wholesale Corp (COST)
This table provides information about the institutional ownership of Costco Wholesale Corp (COST) during Q3 2024. The information is specifically focused on institutions that hold shares of COSTCO WHOLESALE CORP .
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
538+ 3.62% |
$431K - $493K
|
15.4K
$15.3M
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
538+ 81.39% |
$431K - $493K
|
1.2K
$1.19M
|
|
Nov 14, 2024
Q3 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
538New |
$431K - $493K
|
538
$533K
|
|
Oct 21, 2024
Q3 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
534New |
$428K - $490K
|
534
$529K
|
|
Nov 06, 2024
Q3 2024
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
534+ 13.09% |
$428K - $490K
|
4.61K
$4.57M
|
|
Oct 23, 2024
Q3 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
533+ 25.49% |
$427K - $489K
|
2.62K
$2.6M
|
|
Nov 12, 2024
Q3 2024
|
Truepoint, Inc.
|
BUY
|
- |
524New |
$420K - $481K
|
524
$519K
|
|
Oct 15, 2024
Q3 2024
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
519New |
$416K - $476K
|
519
$514K
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
518+ 11.09% |
$415K - $475K
|
5.19K
$5.14M
|
|
Oct 15, 2024
Q3 2024
|
Yarbrough Capital, LLC
|
BUY
|
- |
515New |
$413K - $472K
|
515
$510K
|
|
Oct 21, 2024
Q3 2024
|
Maple Capital Management, Inc.
|
BUY
|
- |
515+ 0.84% |
$413K - $472K
|
61.6K
$61.1M
|
|
Oct 29, 2024
Q3 2024
|
Leeward Financial Partners, LLC
|
BUY
|
- |
514+ 49.19% |
$412K - $471K
|
1.56K
$1.55M
|
|
Dec 19, 2024
Q3 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
514+ 2.53% |
$412K - $471K
|
20.8K
$20.6M
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
508+ 43.12% |
$407K - $466K
|
1.69K
$1.67M
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
508+ 2.05% |
$407K - $466K
|
25.2K
$25M
|
|
Oct 18, 2024
Q3 2024
|
Brio Consultants, LLC
|
BUY
|
- |
507New |
$407K - $465K
|
507
$503K
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
503+ 8.15% |
$403K - $461K
|
6.68K
$6.62M
|
|
Feb 28, 2025
Q3 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
503+ 35.8% |
$403K - $461K
|
1.91K
$1.89M
|
|
Nov 12, 2024
Q3 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
502+ 31.2% |
$403K - $460K
|
2.11K
$2.09M
|
|
Oct 17, 2024
Q3 2024
|
Matisse Capital
|
BUY
|
- |
500+ 37.94% |
$401K - $459K
|
1.82K
$1.8M
|
|
Nov 13, 2024
Q3 2024
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
500+ 40.75% |
$401K - $459K
|
1.73K
$1.71M
|
|
Nov 13, 2024
Q3 2024
|
Lgt Group Foundation
|
BUY
|
- |
498+ 2.81% |
$399K - $457K
|
18.2K
$18M
|
|
Nov 08, 2024
Q3 2024
|
South State Corp
|
BUY
|
- |
496+ 2.04% |
$398K - $455K
|
24.9K
$24.6M
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
489+ 0.16% |
$392K - $448K
|
305K
$303M
|
|
Oct 18, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
487+ 22.39% |
$390K - $447K
|
2.66K
$2.64M
|
|
Oct 16, 2024
Q3 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
486+ 3.83% |
$390K - $446K
|
13.2K
$13.1M
|
|
Nov 08, 2024
Q3 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
486+ 44.34% |
$390K - $446K
|
1.58K
$1.57M
|
|
Nov 13, 2024
Q3 2024
|
Capital International, Inc.
Los Angeles, CA |
BUY
|
- |
486+ 1.15% |
$390K - $446K
|
42.7K
$42.3M
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
482+ 27.22% |
$386K - $442K
|
2.25K
$2.23M
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
481+ 5.26% |
$386K - $441K
|
9.62K
$9.53M
|
|
Nov 14, 2024
Q3 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
480New |
$385K - $440K
|
480
$476K
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
479+ 12.95% |
$384K - $439K
|
4.18K
$4.14M
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
479+ 0.85% |
$384K - $439K
|
56.5K
$56M
|
|
Nov 14, 2024
Q3 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
477New |
$382K - $437K
|
477
$473K
|
|
Oct 04, 2024
Q3 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
475+ 66.06% |
$381K - $436K
|
1.19K
$1.18M
|
|
Nov 14, 2024
Q3 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
470New |
$377K - $431K
|
470
$466K
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
469+ 5.66% |
$376K - $430K
|
8.75K
$8.68M
|
|
Oct 29, 2024
Q3 2024
|
Conning Inc.
|
BUY
|
- |
468+ 6.12% |
$375K - $429K
|
8.11K
$8.04M
|
|
Nov 06, 2024
Q3 2024
|
First Business Financial Services, Inc.
|
BUY
|
- |
466+ 12.91% |
$374K - $427K
|
4.08K
$4.04M
|
|
Nov 12, 2024
Q3 2024
|
Wulff, Hansen & Co.
|
BUY
|
- |
465+ 26.8% |
$373K - $426K
|
2.2K
$2.18M
|
|
Oct 16, 2024
Q3 2024
|
Carderock Capital Management Inc
|
BUY
|
- |
459+ 4.22% |
$368K - $421K
|
11.3K
$11.2M
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
452+ 26.62% |
$362K - $415K
|
2.15K
$2.13M
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
452+ 4.6% |
$362K - $415K
|
10.3K
$10.2M
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
452+ 0.26% |
$362K - $415K
|
172K
$171M
|
|
Oct 31, 2024
Q3 2024
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
450+ 44.33% |
$361K - $413K
|
1.47K
$1.45M
|
|
Oct 10, 2024
Q3 2024
|
Chicago Trust CO Na
|
BUY
|
- |
447+ 10.66% |
$358K - $410K
|
4.64K
$4.6M
|
|
Oct 18, 2024
Q3 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
446+ 29.4% |
$358K - $409K
|
1.96K
$1.95M
|
|
Nov 12, 2024
Q3 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
444+ 0.95% |
$356K - $407K
|
47.3K
$46.9M
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
443+ 2.72% |
$355K - $406K
|
16.7K
$16.6M
|
|
Nov 12, 2024
Q3 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
443+ 6.83% |
$355K - $406K
|
6.93K
$6.87M
|